Senior Loan Officer

5 days ago

San Francisco, California, United States MEDA Full time
Job Title: Senior Loan Officer - Business Development

Job Summary: We are seeking a highly skilled Senior Loan Officer to join our team at MEDA. As a Senior Loan Officer, you will be responsible for originating, packaging, and closing qualified applications for business loans of up to $100,000. You will also provide business coaching sessions for our clients, helping them to assess and resolve current financial challenges and shift their approach to proactive financial management.

Key Responsibilities:

  • Build relationships and a referral base among small business owners, business associations, and community partners through participating in community events in the San Francisco Bay Area.
  • Generate a strong pipeline of qualified loan applications that meet Fondo Adelante's lending criteria and mission.
  • Process complete application packages, including screening packages against product guidelines and required documents, entering and processing applications in our system, gathering all required documents, and closing out loans (approvals or declines) within a target timeframe.
  • Analyze basic cash flow and repayment ability through interviews with business owners and review of loan applications, tax returns, bank statements, references, credit reports, employment and income verification, and collateral.
  • Make decisive loan recommendations and clearly articulate a compelling case for loan decisions to appropriate approval authorities.
  • Monitor and help collect Fondo Adelante's portfolio of small business loans.
  • Provide one-on-one coaching to Business Development Program clients - individuals who set achievable goals unique to self-employed individuals and small business owners.
  • Assist clients in assessing and resolving current financial challenges, while providing a wide lens on their financial health to shift the approach to proactive financial management.
  • Deliver exceptional customer service to foster client trust and enhance Fondo Adelante's brand and reputation in the community.
  • Ensure a quick turnaround time to meet client needs effectively.
  • Attend business site visits, networking events, and other outreach events.

Requirements:

  • Experience: 2+ years in small business and/or commercial lending as a loan officer at a microfinance institution, bank, credit union, or similar financial institution.
  • CDFI/Community Development Knowledge: Familiarity with the CDFI sector or community development finance is a strong asset.
  • Sales Performance: Proven ability to consistently meet or exceed monthly loan goals.
  • Analytical Skills: Strong analytical and math skills, with experience in credit analysis and risk assessment; comfortable using both qualitative and quantitative data in decision-making.
  • Proactive Approach: Self-starter who exceeds job expectations to achieve goals.
  • Communication Skills: Excellent written and verbal communication skills for effective client interactions and reporting.
  • Community Commitment: Passion for supporting underserved communities and promoting economic development; knowledge of or experience with under-banked, low-income, and underserved populations is highly desirable.
  • Technical Proficiency: Working knowledge of Excel is required, along with a willingness to learn other software for managing loan portfolios.
  • Entrepreneurial Mindset: Demonstrates creativity and openness to exploring new ideas, systems, and financial tools.
  • Mission Alignment: Commitment to MEDA's mission and its place-based approach to economic and racial justice.
  • Language Skills: Bilingual in English and Spanish is required.

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